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Disclaimer. The opinions and recommendations presented here are strictly my own and are not those of ASME, NAESAI, IAEC or any organization of which I may be a member. JSRearick. Who are we?. CodeDataPlate.com is the trade name of Rearick & Company, Inc. – Elevator Consulting

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  1. www.CodeDataPlate.com

  2. Disclaimer The opinions and recommendations presented here are strictly my own and are not those of ASME, NAESAI, IAEC or any organization of which I may be a member. JSRearick www.CodeDataPlate.com

  3. Who are we? • CodeDataPlate.com is the trade name of Rearick & Company, Inc. – Elevator Consulting • CodeDataPlate.com was formed 11 years ago to provide accurate on-site code information to inspectors when performing inspections. • Started with just Code Data Plates (still 50% of our business) • Grown to include • Crosshead Data Plates • Inspection Tags • Other code specific Data Plates, Tags & Signs • Maintenance Control Program assistance & formatting • Primary customer: Elevator Contractors

  4. ASME A17 Involvement (since 1995) • Existing Installations, Chair • Section 8.7 - Alterations • A17.3 Code for Existing Installations • Ex-Officio – Standards Committee • Maintenance, Repair & Replacement • Section 8.6 • MCP Task Group • Inspections • Sections 8.10, 8.11 and Testing parts of 8.6 • A17.2 Guide for Inspectors • Wind Tower Elevator Committee • Inclined Elevator Committee • Ad Hoc Data Plate

  5. Code Making Process • Inquiry • Format: Edition and Requirement Number • Assigned to Working Committee to answer • Technical Revision (TN) Developed if needed • Review and approved by Standards Comm. • Interpretation published • Approved TN’s go into Public Review Draft • Finally are published in next Code Edition

  6. Changes affecting Code Data Plates in Sections 8.7 and 8.9 A17.1-2007 Edition Addenda a-2008 & b-2009 A17.1-2010 Edition www.CodeDataPlate.com

  7. 8.7 Summary of changes in 2007 Edition 8.7.1.7 Second sentence added 8.7.1.8 Second sentence added 8.7.2.1.3 Editorially revised 8.7.2.1.4 Editorially revised 8.7.2.7.6 Editorially revised 8.7.2.7.7 Editorially revised 8.7.2.15.2 Revised in its entirety 8.7.2.17 Title editorially revised 8.7.2.17.1 Title and paragraphs editorially revised 8.7.2.17.2(b)(5) Editorially revised 8.7.2.23 Revised in its entirety 8.7.2.25.1(a) Editorially revised 8.7.2.25.2(a) Editorially revised 8.7.2.25.2(b) Editorially revised 8.7.2.27.6 First paragraph revised 8.7.2.27.8 Added www.CodeDataPlate.com

  8. 8.7 and 8.9 Summary of changes in 2007 Edition 8.7.3.15.3 Editorially revised 8.7.3.19 Editorially revised 8.7.3.22 Title editorially revised 8.7.3.22.1 First paragraph and subparagraphs (b), (c), and (e) editorially revised 8.7.3.23.1 Revised 8.7.3.23.2 Revised 8.7.3.23.3 Revised 8.7.3.31.11 Added 8.7.4.3.7 Title and paragraphs editorially revised 8.7.6.1.1 Revised in its entirety 8.7.6.1.5 Revised in its entirety 8.7.6.1.9 Third paragraph deleted 8.7.6.2.1 Revised 8.9.2 Revised and in 8.9 www.CodeDataPlate.com

  9. 8.7 Summary of changes in a-2008 Addenda 8.7.2.14.2(i) Added 8.7.2.27.3 First paragraph revised 8.7.2.27.4 (1) Subparagraph (a) revised (2) Subparagraph (c) added 8.7.2.28 Revised in its entirety 8.7.3.31.4 First paragraph revised 8.7.3.31.5(a) Revised 8.7.3.31.5(c) Added 8.7.3.31.8(c) Revised 8.7.5.3 Revised in its entirety 8.7.5.4 Revised in its entirety www.CodeDataPlate.com

  10. 8.7 and 8.9 Summary of changes in b-2009 Addenda and in 8.9 www.CodeDataPlate.com

  11. 8.7 and 8.9 Summary of changes in 2010 Edition www.CodeDataPlate.com

  12. 8.7 Alterations www.CodeDataPlate.com

  13. Alteration Changes in A17.1-2007, a-08 & b-09 except control • 8.7.1.7 Adds Canadian (NBCC) Exceptions • 8.7.1.8 Adds Canadian (NBCC) Exceptions • 8.7.2.1.3 Editorial correction • 8.7.2.1.4 Editorial correction • 8.7.2.7.1 Now includes both machine & control spaces • 8.7.2.7.6 Editorial correction • 8.7.2.7.7 Editorial correction • 8.7.2.10.1 Now includes 2.29.2 (4” number inside door) • 8.7.2.14.2(i) Adds requirements for car door or gate • 8.7.2.15.2 Revised Buffer requirements • 8.7.2.17 Editorial correction • 8.7.2.23 Revised Buffer requirements • 8.7.2.25 Editorial correction (b) (a) (b) www.CodeDataPlate.com

  14. Alteration Changes in A17.1-2007, a-08 & b-09 except control • 8.7.3.15.3 Editorial correction • 8.7.3.19 Editorial correction • 8.7.3.15 Editorial correction • 8.7.3.19 Editorial correction • 8.7.3.22 Editorial correction • 8.7.3.23 Jacks are now stand alone alteration – see slide • 8.7.4.3.7 Editorial correction (travel to rise in about 50 places) • 8.7.5.3 Added Private Residence Requirements • 8.7.5.4 Added Private Residence Requirements Reason: Many private residences have been converted to convention centers, banquet facilities, museums, etc.; where the elevators are used by the general public or as a Limited-Use/Limited-Application elevator. In these cases, the more stringent safety requirements of ASME A17.1 need to be applied. • 8.7.6.1 Escalator alteration updated • 8.7.6.2 Moving Walk alteration upgraded (a) (a) www.CodeDataPlate.com

  15. Alteration Changes in 2010 Edition www.CodeDataPlate.com

  16. Note: These 3 requirements are often mixed up. www.CodeDataPlate.com

  17. Alteration Changes in A17.1-2007, a-08 & b-09 for control • 8.7.2.27.8 and 8.7.3.31.11 Added Electrical Protective Devices. Where there is an alteration to or addition of an electrical protective device, it shall conform to 2.26.2 for that device. • 8.7.2.27.3 POWER • 8.7.2.27.4 CONTROL REPLACEMENT • 8.7.2.27.5 MOTION • 8.7.2.27.6 OPERATION • 8.7.3.31.4 POWER • 8.7.3.31.5 CONTROL REPLACEMENT • 8.7.3.31.6 MOTION • 8.7.3.31.7 OPERATION Traction Hydro Control changes have been made to all 3 editions and more are coming! www.CodeDataPlate.com

  18. Control Changes • Power – Supply to controller is altered in type, phase or voltage (not a new Main Line) • Controller is replaced w/o change to Motion or Operation – could be a relay to microprocessor • Type of Motion - such as MG to SSD or VVVF • Type of Operation – Car Switch to Automatic Note: These 4 requirements are often mixed up. www.CodeDataPlate.com

  19. Control Changes • 8.7.2.28 Emergency Operations • 8.7.3.31.8 Emergency Operations Rationale: To clarify the requirements when installing firefighters’ emergency operation on existing controllers. (a) (a) Note: Hydro control change may not require change to fire service. www.CodeDataPlate.com

  20. Work in Progress A17.1-2013 www.CodeDataPlate.com

  21. Work in Progress A17.1-2013 www.CodeDataPlate.com

  22. 8.9 Code Data Plate www.CodeDataPlate.com

  23. Introduction • HISTORY • A17.1-1996 - 1200.6 Effective July 1, 1997 • A17-1-2000 - Sect. 8.9 Effective March 23, 2002 • To be used for Inspections & Tests - 8.10.1.2 • Also see A17.2 - Item 10.14 • Maintenance 8.6.1.5 • Alterations 8.7.1.8 • All new, modernized and existing equipment are required to have a Code Data Plate www.CodeDataPlate.com

  24. SECTION 8.9 CODE DATA PLATE (in A17.1a-2005) Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code. 8.9.1 Required Information Data plate shall be provided and maintained that shall indicate the Code to be used for inspections and tests (see 8.10.1.2). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of 8.7. 8.9.2 Location The data plate shall be in plain view, securely attached to the main line disconnect or on the controller. 8.9.3 Material and Construction The data plate shall be of such material and construction that the letters and figures stamped, etched, cast, or otherwise applied to the face shall remain permanently and readily legible. The height of the letters and figures shall be not less than 3.2 mm (0.125 in.). www.CodeDataPlate.com

  25. SECTION 8.9 CODE DATA PLATE (2007, a-08, b-09 & 2010) Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code. 8.9.1 Required Information Data plate shall be provided and maintained for each unit (see 1.1.1) that .The data plate shall indicate the Code to be used for inspections and tests (see 8.10.1.2). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of 8.7. 8.9.2 Location The data plate shall be in plain view, securely attached to the main line disconnect or on the controller. It shall also be permitted to locate the data plate in the controller as long as it is in plain view with the controller door open. An additional data plate shall be installed in the vicinity of one of the starting switch on the exterior of escalators and moving walks. (10) (10) (b) (07) (10) www.CodeDataPlate.com

  26. SECTION8.9 CODE DATA PLATE (2007, a-08, b-09 &2010) 8.9.3 Material and Construction The data plate shall be of such material and construction that the letters and figures stamped, etched, cast, or otherwise applied to the face shall remain permanently and readily legible. The height of the letters and figures shall be not less than 3.2 mm (0.125 in.). All data plates not located in the controller shall be provided with either (a) a durable means to prevent common contaminants (such as paint, adhesives, oil, and grease) from adhering to the data plate parent surface and permit the removal of these contaminants, without obscuring the Code required data, or (b) letters and figures that are raised or depressed a minimum of 0.8 mm (0.03125 in.) from the plate surface face, and have a minimum character-stroke width of 0.5 mm (0.02 in.) If the plates are exposed to weathering or a chemical atmosphere, then a durable means shall be provided to protect the information from deterioration while permitting the information to be easily read. (10) www.CodeDataPlate.com

  27. CDP Flow Chart www.CodeDataPlate.com

  28. SECTION 8.9 Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code. 8.9.1 Required Information Data plate shall be provided and maintained that shall indicate the Code to be used forinspections and tests (see 8.10.1.2). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of 8.7.

  29. Code Edition • Code to which the conveyance was manufactured and installed to be used for inspections and tests. • Original Installation Date • Elevator Permit Date • Other Dates If Unknown (X-Head, Controller, Corner stone, etc.) • Original Installation Code • Virginia Adoption Dates www.CodeDataPlate.com

  30. When is Code Effective? • Date of Contract? • Date of Permit? • Date of Inspection? If Alteration, What Rules Apply? • Only work done by Elevator Contractor now? • All alterations since installation? • Only alterations now part of the installation? www.CodeDataPlate.com

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  34. Alteration Edition • Code to which the conveyance was altered (modernized) to be used for inspections and tests. • Alteration Date • Elevator Alteration Permit Date • Other Dates If Unknown (Controller, Contact, etc.) • Alteration Code • Virginia Adoption Dates www.CodeDataPlate.com

  35. Alteration Requirements (Rules) • Applicable requirements of 8.7 (or of Part XII) complied with. • 8.7.1 General Requirements • 8.7.2 Electric Elevator Requirements • 8.7.3 Hydraulic Requirements • 8.7.4 thru 8.7.7 Other Conveyances • Appendix L (Table 1200) • Alteration Pocket Guide - Handout www.CodeDataPlate.com

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  40. Job Information Web, e-mail, phone or fax www.CodeDataPlate.com

  41. Custom Software www.CodeDataPlate.com

  42. Custom Software www.CodeDataPlate.com

  43. Alteration Code Data Plate Door Operator Plunger Gripper Wiring Valve Re-opening Devise Tank Door Restrictor Limits Controller Replacement Top of Car Insp.. Emergency Operations Leveling www.CodeDataPlate.com

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  46. Changes affecting Inspection Tags in Sections 8.6 and 8.11 A17.1-2007 Edition Addenda a-2008 & b-2009 A17.1-2010 Edition www.CodeDataPlate.com

  47. Section 8.62007 vs. a-2008 & b-2009(when testing rules were moved) Errors to be aware of - an errata wasn’t published Corrections were made in A17.1-2010 www.CodeDataPlate.com

  48. These is no 8.6.12 in b-2009 Inquiry on a-08: Does 8.6.12 apply now to all equipment not just Canada? www.CodeDataPlate.com

  49. ASME A17.1a-2008/CSA B44a-08 8.6.12 Maintenance of Elevators, Dumbwaiters, Escalators, and Moving Walks 8.6.12.1 Scope 8.6.12.1.1 Requirement 8.6.12 applies to all existing installations and all new installations that have been placed in service. It provides the minimum standards for these installations. However, it is not the intent of this Section to require the alteration or replacement of equipment to meet design, nameplate, and performance standards not required by an earlier edition of this Code that was in force at the time the equipment was installed. 8.6.12.1.2 Requirement 8.6.12 applies also to the maintenance of other devices, analogous in design and usage, that are covered by this Code, such as material lifts. Canadian - NBCC www.CodeDataPlate.com

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